GAM
SW

Generali Asset Management’s Smurfit Westrock SW Stock Holding History

Generali Asset Management’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-29,494
Closed -$1.26M – 523
2025
Q3 		$1.26M Buy
29,494
+16,592
+129% +$751K 0.03% 380
2025
Q2 		$405K Hold
12,902
– – 0.01% 439
2025
Q1 		$446K Sell
12,902
-41,225
-76% -$2.09M 0.01% 423
2024
Q4 		$2.34M Buy
+54,127
New +$2.76M 0.06% 293

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Generali Asset Management's SW Position: Q4 2025 in Review

Generali Asset Management sold out of Smurfit Westrock (SW) in Q4 2025, closing a stake of 29,494 shares — an estimated $1.26M sold.

Generali Asset Management first reported a position in SW in Q4 2024 and held it in 4 quarters. The position peaked at $2.34M in Q4 2024. 595 funds tracked by Wall St. Rank hold SW as of Q4 2025.

  • Generali Asset Management reported no remaining Smurfit Westrock position as of Q4 2025 after selling out during the quarter.
  • Generali Asset Management sold 29,494 Smurfit Westrock shares in Q4 2025, an estimated $1.26M.
  • Generali Asset Management first reported a position in Smurfit Westrock in Q4 2024 and held it in 4 quarters.
  • Generali Asset Management's Smurfit Westrock position peaked at $2.34M in Q4 2024.
  • 595 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on Generali Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.